Member Services & Financial Solutions Specialist

Kids for the Future; Richmond (RI); On-site; USD 40,000 - 45,760; Full time

Benefits offered by this job

Vacation

Tuition reimbursement

Medical, dental, and vision benefits

Flexible Spending Accounts

401(k) with employer match

Life Insurance & Disability

Job summary

Westerly Community Credit Union in Richmond, RI is seeking a Financial Service Representative/Member Service Representative to assist members with accounts, loans, IRAs, CDs, and safe deposit. You will process transactions, maintain confidentiality, and promote Credit Union products.

The position requires a High School diploma and 1–3 years of experience, with strong communication and sales skills. Benefits include vacation, tuition reimbursement, health plans, 401(k) with match, and life

Qualifications

• High school graduate or equivalent.
• One to three years of experience as a Financial Services Representative or equivalent.
• Thorough knowledge of member services and products provided.
• Excellent communication and public relations skills.

Responsibilities

• Represents the Credit Union in a courteous and professional manner.
• Processes all member transactions efficiently and accurately while following Credit Union procedures to prevent fraud and loss of Credit Union assets.
• Provide new and existing members with services such as opening and closing accounts, processing personal & auto loan applications and disbursements, IRA account opening and maintenance, opening, closing and renewing certificates of deposit, opening and closing safe deposit boxes, resolving member issues and providing general account information and maintenance.
• Follows proper MSR and FSR balancing procedures at the end of the shift, verifying that system totals match and cash received or disbursed has been accounted for.
• Follows proper procedure for resolving out of balance positions, including matching transaction slips to computer totals and verifying any cash transactions performed.
• Identifies member needs and provides appropriate solutions utilizing the tools of the Member AdvocacyProgram, including Needs Assessment Forms, Cash Flow charts and Credit Reports.
• Responsible for assisting members who are identified either by the Financial Service Staff or through their own member contact as having more complex financial situations that are preventing them from achieving financial success.
• Answers member telephone calls and responds to member inquiries and questions or directs them as necessary Responds to member emails and phone messages in a timely manner.
• Performs all duties while maintaining a strict level of member confidentiality.
• Assists with all department responsibilities such as scanning, maintaining department supplies, covering the reception area, assisting members with safe deposit access, performing functions required to open or close the lobby area prior to and at the close of the business day, keeping the department and lobby area clean and well organized.
• Maintains security of confidential member personal information.

Skills

Communication skills

Public relations

Sales skills

Customer service

Education

High school

Tools

Office software

Job description

Westerly Community Credit Union in Richmond, RI is seeking a Financial Service Representative/Member Service Representative to assist members with accounts, loans, IRAs, CDs, and safe deposit. You will process transactions, maintain confidentiality, and promote Credit Union products.

The position requires a High School diploma and 1–3 years of experience, with strong communication and sales skills. Benefits include vacation, tuition reimbursement, health plans, 401(k) with match, and life